Discover the key differences between indexed and fixed loans within Indexed Universal Life (IUL) insurance policies. Learn from Doug Andrew, a financial strategist with five decades of experience, as he explains how to maximize your IUL benefits, access tax-free income, and optimize your financial growth. Understand why borrowing against your IUL can be a smart financial move and how to use these strategies for a secure retirement.
00:00:00 – Introduction
00:02:10 – Importance of Understanding IUL
00:02:35 – Accessing Money from IUL
00:03:41 – Borrowing Money
00:05:09 – Phantom Loan Balance
00:07:03 – Borrowing Example
00:09:04 – Zero Wash Loan
00:11:03 – Indexed Loans
00:13:12 – Retirement Strategy
00:15:25 – Reinvesting Loans
00:16:35 – Want to learn more? Then get a free copy of my books!
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What To Watch Next
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How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
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